Steps involved in issuing a pre-qualification and/or a pre-approval letter are:
- Login the system.
- Find the loan file in Pipeline or Leads.
- Click on Loan Number go to into the loan file.
- Click on Actions → Pre-approval → View to preview, and click on "Send" to email a copy.
- Use Print Form Settings to update wording in template. If more customization is needed, use the Settings → Print Forms to add your own custom template.